Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.29B
AUM Growth
+$62.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,896
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$9.38M
3
+$9.03M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$7.59M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.2M

Top Sells

1
+$8.81M
2
+$8.23M
3
+$8.15M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$7.21M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.06M

Sector Composition

1 Technology 11.09%
2 Healthcare 5.37%
3 Financials 5.12%
4 Consumer Discretionary 4.62%
5 Communication Services 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$392K 0.01%
2,322
+20
1277
$392K 0.01%
+1,687
1278
$392K 0.01%
24,684
-355
1279
$391K 0.01%
+4,095
1280
$389K 0.01%
7,227
+64
1281
$389K 0.01%
7,292
-32,499
1282
$389K 0.01%
5,512
-203
1283
$388K 0.01%
12,395
-162
1284
$388K 0.01%
20,483
-6,693
1285
$388K 0.01%
6,483
-1
1286
$387K 0.01%
2,141
+74
1287
$386K 0.01%
9,372
-1,242
1288
$386K 0.01%
17,358
-203
1289
$385K 0.01%
2,911
-373
1290
$385K 0.01%
6,919
+558
1291
$384K 0.01%
+2,886
1292
$384K 0.01%
10,612
+2,967
1293
$382K 0.01%
10,217
-703
1294
$382K 0.01%
6,127
-813
1295
$381K 0.01%
31,198
-74,621
1296
$381K 0.01%
25,070
1297
$379K 0.01%
11,013
-140
1298
$379K 0.01%
16,692
-217
1299
$379K 0.01%
17,546
+335
1300
$377K 0.01%
8,259
-8,163
50 51
52
53 54